Nova Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Nova Wealth Management’s Portfolio XMVM Stock Details XMVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-306	Closed	-$21.1K	–	617
2026 Q1	$21.1K	Hold	306	–	–	0.01%	297
2025 Q4	$19.6K	Hold	306	–	–	0.01%	291
2025 Q3	$18.8K	Sell	306 -916	-75%	-$53.9K	0.01%	303
2025 Q2	$68K	Sell	1,222 -252	-17%	-$13.3K	0.05%	188
2025 Q1	$77.7K	Sell	1,474 -24	-2%	-$1.33K	0.07%	168
2024 Q4	$83K	Buy	+1,498	New	+$86.3K	0.07%	145

Other funds holding XMVM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return